Tax-Free Savings Account vs Retirement Annuity: Which Should You Choose?
A Tax-Free Savings Account and a Retirement Annuity are both tax-advantaged savings vehicles for South Africans, but they serve different purposes and...
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A Tax-Free Savings Account and a Retirement Annuity are both tax-advantaged savings vehicles for South Africans, but they serve different purposes and...
14 min read
If you want to access your Alexander Forbes provident fund statement online, the process is straightforward once you are registered. Log in at the...
10 min read
If you're a formal employee in South Africa, your employer has probably already placed you into either a pension fund or a provident fund. If you're...
17 min read
The Momentum Provident Fund is a workplace retirement savings vehicle. You and your employer both contribute to it throughout your working life. When...
12 min read
The Discovery Retirement Annuity is a tax-advantaged savings product issued by Discovery Life Limited. It lets you build retirement capital with...
16 min read
A Sanlam retirement annuity is a tax-advantaged savings product issued by Sanlam Life Insurance that allows South African individuals to save towards...
15 min read
The Old Mutual Retirement Annuity is a long-term, tax-advantaged savings product built to help South Africans build retirement capital outside of an...
16 min read
MIBFA explained for South African metal sector workers: how contributions work, what you receive at resignation or retirement, and how to avoid unnecessary tax.
14 min read
The MIBCO Provident Fund is a defined-contribution retirement fund for employees in the South African motor industry. Your employer and you contribute...
14 min read
The PSSPF is South Africa's compulsory provident fund for private security workers. Learn how contributions work, what benefits you get, and how to preserve your savings.
14 min read
A provident fund claim is straightforward in practice. You fill out forms, submit certified documents, and wait for the payout. What matters far more...
12 min read
A fixed index annuity is a retirement income contract between you and an insurer. Your money is credited with interest based on how a market index...
14 min readThe articles explain the rules. A consultation applies them to your funds, your tax and your family. Tell me a little about your circumstances and I will let you know how I may be able to assist.